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Aurora Private Wealth’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Aurora Private Wealth’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$543K Sell
10,423
-6,507
-38% -$310K 0.4% 60
2025
Q1 		$779K Sell
16,930
-18,108
-52% -$894K 0.62% 40
2024
Q4 		$1.75M Buy
35,038
+53
+0.2% +$2.61K 1.31% 16
2024
Q3 		$1.66M Sell
34,985
-971
-3% -$44.6K 1.3% 16
2024
Q2 		$1.65M Sell
35,956
-2,538
-7% -$109K 1.44% 15
2024
Q1 		$1.62M Buy
38,494
+30
+0.1% +$1.21K 1.4% 16
2023
Q4 		$1.45M Sell
38,464
-1,737
-4% -$62K 1.37% 15
2023
Q3 		$1.36M Sell
40,201
-7,389
-16% -$260K 1.51% 14
2023
Q2 		$1.66M Sell
47,590
-15,880
-25% -$517K 1.89% 12
2023
Q1 		$1.97M Sell
63,470
-690
-1% -$20.2K 2.1% 10
2022
Q4 		$1.77M Buy
64,160
+160
+0.3% +$4.51K 2.03% 10
2022
Q3 		$1.72M Buy
64,000
+380
+0.6% +$11.5K 0.8% 22
2022
Q2 		$1.82M Sell
63,620
-2,110
-3% -$65.8K 0.82% 20
2022
Q1 		$2.31M Sell
65,730
-10
-0% -$344 0.95% 17
2021
Q4 		$2.43M Sell
65,740
-1,280
-2% -$45.6K 1.05% 17
2021
Q3 		$2.21M Buy
67,020
+1,970
+3% +$66.7K 0.9% 19
2021
Q2 		$2.12M Buy
65,050
+1,300
+2% +$40.8K 0.85% 21
2021
Q1 		$1.89M Buy
63,750
+6,740
+12% +$196K 0.78% 18
2020
Q4 		$1.63M Buy
57,010
+1,350
+2% +$36.8K 0.69% 21
2020
Q3 		$1.46M Buy
55,660
+23,500
+73% +$607K 0.62% 27
2020
Q2 		$765K Buy
+32,160
New +$719K 0.35% 59

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aurora Private Wealth's XLG Position: Q2 2025 in Review

Aurora Private Wealth reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 38% in Q2 2025, selling an estimated $310K and leaving 10,423 shares worth $543K. The position accounts for 0.4% of the portfolio, ranked #60.

Aurora Private Wealth first reported a position in XLG in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.43M in Q4 2021. 550 funds tracked by Wall St. Rank hold XLG as of Q2 2025.

  • Aurora Private Wealth held 10,423 shares of Invesco S&P 500 Top 50 ETF worth $543K as of Q2 2025.
  • Aurora Private Wealth sold 6,507 Invesco S&P 500 Top 50 ETF shares in Q2 2025, an estimated $310K.
  • Invesco S&P 500 Top 50 ETF made up 0.4% of Aurora Private Wealth's portfolio in Q2 2025, its #60 holding.
  • Aurora Private Wealth first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2020 and has held it in 21 quarters since.
  • Aurora Private Wealth's Invesco S&P 500 Top 50 ETF position peaked at $2.43M in Q4 2021.
  • 550 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2025.

Based on Aurora Private Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.